CPA
Cardiff Park Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
29,303
+1,248
| +4% | +$91.9K | 0.19% | 66 |
|
|
2025
Q1 | $2.06M | Buy |
28,055
+685
| +3% | +$50.3K | 0.2% | 63 |
|
|
2024
Q4 | $1.97M | Buy |
27,370
+1,099
| +4% | +$79K | 0.19% | 63 |
|
|
2024
Q3 | $1.97M | Buy |
26,271
+149
| +0.6% | +$11.2K | 0.18% | 65 |
|
|
2024
Q2 | $1.88M | Buy |
26,122
+3,837
| +17% | +$276K | 0.18% | 67 |
|
|
2024
Q1 | $1.62M | Sell |
22,285
-855
| -4% | -$62.1K | 0.15% | 72 |
|
|
2023
Q4 | $1.7M | Sell |
23,140
-5,901
| -20% | -$434K | 0.19% | 65 |
|
|
2023
Q3 | $2.03M | Sell |
29,041
-818
| -3% | -$57.1K | 0.26% | 56 |
|
|
2023
Q2 | $2.17M | Sell |
29,859
-3,520
| -11% | -$256K | 0.27% | 54 |
|
|
2023
Q1 | $2.46M | Buy |
33,379
+99
| +0.3% | +$7.31K | 0.32% | 51 |
|
|
2022
Q4 | $2.39M | Sell |
33,280
-4,742
| -12% | -$341K | 0.33% | 50 |
|
|
2022
Q3 | $2.71M | Sell |
38,022
-8,085
| -18% | -$577K | 0.42% | 45 |
|
|
2022
Q2 | $3.47M | Sell |
46,107
-9,358
| -17% | -$704K | 0.53% | 34 |
|
|
2022
Q1 | $4.41M | Sell |
55,465
-6,560
| -11% | -$522K | 0.62% | 29 |
|
|
2021
Q4 | $5.26M | Buy |
+62,025
| New | +$5.26M | 0.69% | 24 |
|